Gerson Investment Management

Gerson Investment Management (CRD# 107451) is a financial advisory firm headquartered in , . They manage $28,647,151 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $454,717
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Gerson Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
George N. Gerson
CRD#: 4338937
Grand Junction, CO
87
Wealthminder
score

George Gerson (CRD# 4338937) is an Investment Advisor Representative working at Gerson Investment Management in Grand Junction, CO and has 1 year of experience in the finance industry.

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